Unclaimed Profile

Dallas Jane Main

POLARIS INVESTMENT PARTNERS, INC·JOHNS ISLAND, South Carolina

Series 65Clean record30 years registeredPOLARIS INVESTMENT PARTNERS, INC

30 FENWICK HALL ALLEE, JOHNS ISLAND, SC 29455CRD# 2275421Firm CRD# 106711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dallas Jane Main · JOHNS ISLAND, SC

Registration

CRD #2275421 · POLARIS INVESTMENT PARTNERS, INC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POLARIS INVESTMENT PARTNERS, INC

POLARIS INVESTMENT PARTNERS, INC

Jan 1996 – Nov 2022

MOUNT PLEASANT, SC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 9, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLARIS INVESTMENT PARTNERS, INC

CRD 106711 · SEC 801-38199

AUM

$39M

Regulatory assets under management

Employees

28 client accounts

Services offered by POLARIS INVESTMENT PARTNERS, INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at POLARIS INVESTMENT PARTNERS, INC →

Introduction

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Frequently Asked Questions

What services does Dallas Jane Main offer?

Dallas Jane Main specializes in Investment Management, Retirement Planning.

What are Dallas Jane Main's credentials?

Dallas Jane Main is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dallas Jane Main located?

Dallas Jane Main is based in JOHNS ISLAND, South Carolina, last registered with POLARIS INVESTMENT PARTNERS, INC.

How does Dallas Jane Main charge for services?

Dallas Jane Main's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLARIS INVESTMENT PARTNERS, INC?

POLARIS INVESTMENT PARTNERS, INC has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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